Get the free Form 990-pf

This document is the IRS Form 990-PF, which is required for any private foundation to report its financial information, including revenue, expenses, and distributions. It covers the tax year 2014 for the Matthew & Susan K Lyons Family Foundation Inc., detailing its assets, liabilities, income, and charitable distributions.

How to fill out form 990-pf

How to fill out form 990-pf

1. Gather the necessary information for your foundation, including financial statements, list of officers and directors, and details on charitable activities.
2. Download the Form 990-PF from the IRS website.
3. Fill out the organization’s name, address, and EIN at the top of the form.
4. Complete Part I, which includes income details, sources of funding, and contributions received.
5. Fill out Part II, reporting the foundation's expenses, including grants and administrative costs.
6. Complete Part III, detailing the foundation's charitable activities and accomplishments.
7. Fill out Part IV, listing information on the foundation's investments and assets.
8. Complete Part V, if applicable, reporting any excise tax on investment income.
9. Include any additional schedules required based on your foundation's activities and financials.
10. Review the completed form for accuracy, sign it, and file it with the IRS by the due date.

Who needs form 990-pf?

1. Form 990-PF is required for private foundations, including those created by individuals, families, or corporations. It is also needed by organizations seeking tax-exempt status as a private foundation.

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What is form 990-pf?

Form 990-PF is an informational tax return that private foundations must file with the Internal Revenue Service (IRS) to report their financial information, including income, expenses, and distributions.

Who is required to file form 990-pf?

Private foundations are required to file Form 990-PF. This includes both domestic and foreign foundations that have tax-exempt status under Section 501(c)(3) of the Internal Revenue Code.

How to fill out form 990-pf?

To fill out Form 990-PF, organizations must gather their financial data, including revenue, expenses, assets, and grants made. They then complete the form by entering this information in the relevant sections, following the IRS instructions for the form.

What is the purpose of form 990-pf?

The purpose of Form 990-PF is to provide the IRS with information about a private foundation's financial activities, governance, and compliance with tax rules, ensuring transparency and accountability in charitable activities.

What information must be reported on form 990-pf?

Form 990-PF requires reporting of financial data including revenue, expenses, net assets, distributions to charities, and details about the foundation's officers and directors, as well as a list of grants made.